Principal Salesforce Business Analyst (Lead II – Business Analysis)

Overview

In this role, you will partner with senior stakeholders to drive business transformation and shape technology solutions within a leading asset management platform. You will translate complex business needs into actionable roadmaps, guide Salesforce and data integration initiatives, and explore AI-enabled opportunities to boost productivity and client engagement. You work closely with cross-functional teams to deliver measurable business impact and strategic initiatives.

Responsibilities

• Partner with Product Leads and senior stakeholders across multiple domains
• Lead requirements gathering, process analysis, and solution design for complex tech initiatives
• Translate ambiguous challenges into clear outcomes and delivery roadmaps
• Drive proofs-of-concept and proofs-of-value to support business cases
• Support Salesforce and data integration programmes to enhance customer journeys and insights
• Identify and leverage AI-enabled opportunities to improve decision-making and engagement
• Produce high-quality BRDs, process models, gap analyses, and functional specs

Key requirements

• Extensive Business Analysis experience in large Financial Services organizations
• Strong stakeholder management and communication skills with ability to influence at all levels
• Expertise in requirements gathering, workshop facilitation, process modelling, and technical documentation
• Salesforce experience with Salesforce Certified Platform Administrator
• Strong understanding of Agile, Waterfall, and hybrid delivery methodologies
• Experience supporting business, technology, data, and operating model transformation initiatives
• Proficiency with process mapping and technical diagramming tools
• Experience working with global teams across multiple locations/time zones
• Salesforce Administrator Certification

• stakeholder management
• clear communication
• influence at all levels
• Salesforce knowledge and certifications
• requirements gathering
• workshop facilitation

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